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Edgestream Partners’s NBT Bancorp NBTB Stock Holding History

Edgestream Partners’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17M Buy
125,023
+40,719
+48% +$1.86M 0.18% 182
2026
Q1 		$3.59M Buy
+84,304
New +$3.66M 0.12% 331
2025
Q4 		– Sell
-54,904
Closed -$2.29M – 1080
2025
Q3 		$2.29M Sell
54,904
-96,389
-64% -$4.13M 0.07% 492
2025
Q2 		$6.29M Buy
+151,293
New +$6.3M 0.17% 227
2024
Q3 		– Sell
-51,140
Closed -$1.97M – 996
2024
Q2 		$1.97M Buy
+51,140
New +$1.85M 0.1% 338

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Edgestream Partners's NBTB Position: Q2 2026 in Review

Edgestream Partners increased its NBT Bancorp (NBTB) stake by 48% in Q2 2026, buying an estimated $1.86M and bringing the position to 125,023 shares worth $6.17M. The position accounts for 0.18% of the portfolio, ranked #182.

Edgestream Partners first reported a position in NBTB in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.29M in Q2 2025. 285 funds tracked by Wall St. Rank hold NBTB as of Q2 2026.

  • Edgestream Partners held 125,023 shares of NBT Bancorp worth $6.17M as of Q2 2026.
  • Edgestream Partners bought 40,719 NBT Bancorp shares in Q2 2026, an estimated $1.86M.
  • NBT Bancorp made up 0.18% of Edgestream Partners's portfolio in Q2 2026, its #182 holding.
  • Edgestream Partners first reported a position in NBT Bancorp in Q2 2024 and has held it in 5 quarters since.
  • Edgestream Partners's NBT Bancorp position peaked at $6.29M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held NBT Bancorp as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.